Global Equity Strategy: Initial Low Established
Several equity indexes and indicators we watch are telling us an initial primary low has been established for global equities (ACWI-US). At the...
566 Views
SH/SZ Connect Flows: CATL, Liquors, East Money, Sany Heavy
In our weekly Shanghai/Shenzhen Connect Ideas series, we aim to help our investors understand the flow of northbound trades via the Shanghai and...
368 Views
China's Rmb25trn Infrastructure Spending: Bond Issuance, Infrastructure Machinery and Construction
Infrastructure machinery and construction companies will benefit from the escalation of China's infrastructure spending in this year, in our view....
459 Views
Lonking (3339 HK): Position for China's Post-Outbreak FAI Drive?
We believe the Chinese government will boost fixed asset investment (FAI) after the Wuhan coronavirus outbreak is contained. In our view, FAI is...
421 Views
Lonking (3339 HK): A Cheap and Quality Pick for China's Infrastructure Spending
Lonking Holdings (3339 HK) has been a laggard among the Chinese construction machinery companies in last year's rally. However, we think that the...
515 Views